Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$274K Buy
2024
Q4
$236K Buy
2024
Q1
Sell
2023
Q4
$732K Buy
2023
Q1
Sell
2022
Q4
$1.17M Buy
2022
Q3
$399K Buy
2020
Q4
Sell
2020
Q3
$1.12M Buy
2020
Q2
Sell
2020
Q1
$659K Buy
2019
Q4
$754K Buy
2019
Q3
$456K Sell
2019
Q2
$5.23M Buy
2019
Q1
$3.68M Buy
2018
Q4
$2.53M Buy